Financial Reports
View and download monthly financial statements for accounting and tax purposes.
Where to find it: Reports → Financial
Selecting a Period
Section titled “Selecting a Period”Choose a year and month (e.g. 2026 / February). The report shows the order count for that period (e.g. 84 orders). Only completed periods are available — the current month may not appear until it’s closed.
Summary
Section titled “Summary”| Field | What it shows |
|---|---|
| Total Sales (Gross) | Revenue before fees and VAT for the month |
| Menuella Fee (Gross) | Platform fee |
| Transaction Fees | Payment processor fees (Stripe, PayPal, etc.) |
| Canceled Orders | Total and count of canceled orders in the period |
| VAT Breakdown | Sales categorized by VAT rate (e.g. 7%, 19%) |
VAT Breakdown
Section titled “VAT Breakdown”Sales are split by VAT rate — e.g. Sales (7% VAT) and Sales (19% VAT). The breakdown is auto-calculated from the tax rates you set on each product and modifier. See Tax and VAT Settings. Use this for tax returns and reconciliation with your accountant.
Orders in Period
Section titled “Orders in Period”The order list shows every order in the selected month:
| Column | What it shows |
|---|---|
| Order No. | Order ID (e.g. NCTYQM, F2B5VO) |
| Date | Order date |
| Payment | Payment method (Cash, Card, PayPal, etc.) |
| Net (EUR) | Net amount |
| Gross (EUR) | Gross amount |
A Total row at the bottom sums Net and Gross. Use Rows per page and pagination to browse (e.g. Page 1 of 9).
Download Documents
Section titled “Download Documents”Generate and download PDF documents for your tax advisor:
| Document | What it includes |
|---|---|
| Order List | All orders in the selected month (Order No., Date, Payment, Net, Gross) |
| Settlement Overview | Summary for your tax advisor — totals, fees, VAT breakdown |
Click Download Documents to generate and download the PDFs. See How to Download Monthly Reports for a step-by-step guide.
Connect Your Tax Advisor
Section titled “Connect Your Tax Advisor”Use Settings → Connect Tax Advisor to invite your tax advisor — they get secure access to reports without you exporting and emailing files. See How to Add a Tax Advisor for step-by-step instructions.
- Only completed reporting periods are available — the current month may not appear until it’s closed.
- The VAT breakdown shows sales by rate (e.g. 7%, 19%) — useful for tax returns and reconciliation.
- Download the Order List and Settlement Overview at month-end to share with your accountant or for your own records.
- Keep the same date ranges when matching Menuella reports to your POS or bank — consistency avoids confusion.